Configure Item - wise Monthly Sale Report

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How to Configure Item - wise Monthly Sale Report?

In this tutorial, we’ll learn how to configure an Item-Wise Monthly Sales Report based on Quantity and Net Value in Logic ERP.

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Access the Sale Register Cross Tab Report

• Navigate to the Reports/Queries section.

• Under Sales Registers, open the Sales Register Cross Tab Report.

• Click on Configuration to create a new report.

• Assign a suitable Configuration Name for easy identification.

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Set Report Options

• Navigate to the Report Options tab.

• Under Report Consolidation, enable both Period and Item columns.

• From the Item Consolidation list, select how you would like the items to be grouped or consolidated in the report.

• In the Report Totals section, enable the Grand Total option to display overall totals.

• Since this is a monthly report, adjust the Report Order by moving Period to the top using the arrow keys.

• You can also apply Period-Wise Totals — if the selected period is monthly, the system will automatically display month-wise totals in the report.

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Configure Transaction Options

• Navigate to the Transaction Options tab.

• Enable the setting to View Transaction Details.

• Choose the option to display data by Quantity.

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Configure Other Options

• Navigate to the Other Options tab.

• Under the Columns As option, select Period.

• Set it to Monthly to generate a month-wise report.

• Once done, click Save to store your configuration.

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Create and Customize the Report

• From the list of available configurations, select the one you just created and click Create.

• By default, all columns will be visible.

• To customize:

  • Open Setup Column Attributes.

  • Unselect all columns first.

  • Then select only the required columns for your report.

  • Use the search bar to locate and enable specific fields such as Item Name, Period, and Quantity.

• Rearrange the column order using the arrow keys.

• Save the settings.

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View and Analyze the Report

• Refresh the report by pressing F2.

• The report will now display month-wise sales for each item, showing the total quantity sold for every month.

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Switch to Net Value Report

• To view the report based on Net Value instead of Quantity:

  • Tp open configuration window, press F5 key.

  • Go to Transaction Type Settings.

  • Uncheck the Quantity option.

  • Enable the Net Sale Value option.

• Save the configuration and refresh the report.

• The report will now display month-wise net sales value for each item.

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You have successfully configured an Item-Wise Monthly Sales Report based on Quantity and Net Value in Logic ERP.